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dan_ahrens
Expert ⭐️⭐️⭐️
April 29, 2016
Parked

Outlook/Google Calendar integration to Automatically create a CTA

Related products:CS Cockpit & Playbooks
  • April 29, 2016
  • 41 replies
  • 1437 views
Hi - an idea that was shared with my by one of my customers was related to creating CTAs automatically through Outlook/Google calendar integration. The use case is as follows:
  • CSM creates a calendar meeting request to their customer to schedule a meeting. While in the calendaring app, they have an option to click a button that will sync that meeting to a CTA in Gainsight.
  • The CTA will be created using relevant content from the meeting request (some details will have to be worked out as to how the correct customer is selected and how other mandatory fields are populated)
  • CTA is now ready to be actioned upon once the meeting is held and the notes are added to the CTA or chatter feed for that customer. 
This would allow for reduction of an extra manual step and will especially assist in cases where customers do not have standing recurring meetings, but instead meet in an ad-hoc basis.

    41 replies

    AshutoshSingh
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    August 19, 2026

    Thanks for raising this. We have reviewed it again, and since the product has evolved significantly, we’re not planning to prioritize it right now and moving it to Parked for now.